Making Success PersonalApr 1, 2008,By Matt Oechsli A few weeks ago I had one of those blinding glimpses of the obvious. It dawned on me that despite the grinding intensity with which some advisors focus... RBC's Buying SpreeMar 1, 2008,Halah Touryalai RBC Dain Rauscher continued its recent streak of acquisitions in February, announcing plans to acquire Ferris, Baker, Watts (FWB), a full-service broker/dealer... Across the PondMar 1, 2008,Halah Touryalai Deal making in the wealth-management space has been rampant lately, and some holding companies and individual RIAs are beginning to see opportunities... Ph.D. In Sales RequiredMar 1, 2008,By Matt Oechsli Something is wrong with this picture. Consider the following: When talking about the state of the financial advisory industry with many veteran advisors... A Goal Pit-StopFeb 1, 2008,By Matt Oechsli Business - purposeful activity. Plan - a method for achieving an end. Webster's New Collegiate Dictionary In the early months of a new year, I have always... No Gerontology for Us, But We'll Take Some More ETFs PleaseFeb 1, 2008,Halah Touryalai With 77 million baby boomers approaching retirement, advisors are surely looking for ways to win their business. One way? Financial gerontology. That's... The Magnetic SalesmanJan 1, 2008,By Matt Oechsli Let's review three irrefutable truths: The affluent do not like sales people. Too many veteran advisors have neglected their sales skills. Advisors possessing... Understanding The AffluentDec 1, 2007,By Matt Oechsli Are you targeting the affluent? Are you interested in acquiring clients with larger pools of assets? Of course you are. Every financial advisor is aiming... Thinking Like The AffluentNov 1, 2007,By Matt Oechsli There is such a thing as the affluent touch: It's a matter of attitude and approach. In fact, this quality is often the very thing that makes one financial... Impact This! Schwabbies Descend Upon VegasOct 30, 2007,By Halah Touryalai They didn't get to "Talk to Chuck," but attendees of the 2007 Schwab IMPACT conference did get a chance to talk to Walt Bettinger, president and chief operating officer, as well as Charles Goldman... Meet The New Panic, Just Like the Old PanicOct 1, 2007,By David A. Geracioti About the current credit market turmoil, Former Federal Reserve Chairman Alan Greenspan said in early September, The behavior in what we are observing... U.S. out, London inOct 1, 2007,Halah Touryalai Foreign companies are certainly thumbing their noses at U.S. exchanges these days. The number of American Depository Receipts listed on U.S. exchanges... ETF Clones-At A DiscountOct 1, 2007,By Stan Luxenberg Millions of investors have piled into exchange-traded funds (ETFs) over the past decade. Assets in the funds have grown from $65 billion in 2000 to $488... Time To Bottom Fish For Small Banks?Oct 1, 2007,By Jonathan Moreland Financial stocks have understandably led the market down during the recent credit-related correction. But the group has also recently led in another area:... Getting a Thumbs Up From the WealthyOct 1, 2007,By Matt Oechsli Think for a moment about your affluent clients and their centers-of-influence. As you scroll through these images in the theater of your mind, try to... Top 100 Advisors In AmericaSep 7, 2007
A PDF of our top 100 wirehouse advisors list, ranked in order of assets under management.... Stand by the ManSep 1, 2007,By Christina Mucciolo It's a fact: The biggest financial advisors, in terms of assets under management, are wirehouse advisors. Actually, when we began this top advisor list... Teaming Up For High PerformanceSep 1, 2007,By Matt Oechsli Many years ago our research on the affluent led us to investigate wealth management teams. We turned our focus to teams simply because it became obvious... Balancing ActAug 1, 2007,By Anne Field Two years ago, Tom Lydon, a small independent advisor running an 11-year-old practice, launched a blog about Exchange Traded Funds (ETFs). Now, he's wondering... Web-olutionAug 1, 2007,Nancy N. DiCostanzo Sure, you've got rock bands and artists advertising themselves through profiles on social networking websites like MySpace, but financial services firms?... Market YourselfAug 1, 2007,By Matt Oechsli The applause was loud and lasting in a ballroom packed with over 250 senior financial advisors who were being treated to a preview of their firm's new... The Everyman's AdvisorAug 1, 2007,By Kevin Burke Most financial advisors lust after rich people. Lust is perhaps an arresting choice of words, but it does accurately describe the intensity of desire... Putting on Your Best FaceJul 1, 2007,By Anne Field Of the many tasks you manage, the toughest to master may be your face-to-face interactions with clients. The highlight of the day for some advisors, it... Wal-Mart offers online brokerage servicesJun 11, 2007,By Christina Mucciolo To an almost comic degree, Wal-Mart has an insatiable appetite for expanding the reach of the products and services it offers, and now, behold, the behemoth has ventured on to your turf: financial advice. Meet Wal-Mart Easy Investing by Sharebuilder.... The New Big BrotherJun 1, 2007,BY JOHN CHURCHILL Client communications protocol has become so restrictive as to be absurd, registered reps say. How reps are handling it.... |
Current Issue A FALSE SENSE OF SECURITYMay 1, 2008 Are closed-end fund preferred-auction securities safe? We consider CFPs to be the conservative's conservative security. Defaults are even rarer than failed... advertisement Recent NewsREP. RESEARCHadvertisement BOOKS
Only a very few financial professionals who target the affluent are bringing in 10 or more new affluent relationships each year. This book shares the Mindset, Activities and Skills of the Rainmakers who consistently achieve this level of success. Click here. |
| Back to Top |
